Wealthspire Advisors (Maryland)’s JBT Marel Corporation JBTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-329
| Closed | -$30K | – | 2164 |
|
|
2019
Q1 | $30K | Buy |
329
+174
| +112% | +$15.9K | ﹤0.01% | 1119 |
|
|
2018
Q4 | $11K | Buy |
155
+65
| +72% | +$4.61K | ﹤0.01% | 1441 |
|
|
2018
Q3 | $11K | Buy |
90
+16
| +22% | +$1.96K | ﹤0.01% | 1497 |
|
|
2018
Q2 | $7K | Buy |
74
+5
| +7% | +$473 | ﹤0.01% | 1681 |
|
|
2018
Q1 | $8K | Hold |
69
| – | – | ﹤0.01% | 1655 |
|
|
2017
Q4 | $8K | Buy |
69
+63
| +1,050% | +$7.3K | ﹤0.01% | 1693 |
|
|
2017
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 2165 |
|
|
2017
Q1 | – | Sell |
-114
| Closed | -$10K | – | 2039 |
|
|
2016
Q4 | $10K | Hold |
114
| – | – | ﹤0.01% | 1236 |
|
|
2016
Q3 | $8K | Sell |
114
-50
| -30% | -$3.51K | ﹤0.01% | 1302 |
|
|
2016
Q2 | $10K | Hold |
164
| – | – | ﹤0.01% | 1207 |
|
|
2016
Q1 | $9K | Hold |
164
| – | – | ﹤0.01% | 1218 |
|
|
2015
Q4 | $8K | Buy |
+164
| New | +$8K | ﹤0.01% | 1259 |
|